We are live on ! Find out more
AXP icon

American Express

3,025 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 422 funds opening new positions, 1,059 increasing their positions, 1,123 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.53% more ownership

Funds ownership: 83.69%85.23% (+1.5%)

0% more call options, than puts

Call options by funds: $3.22B | Put options by funds: $3.22B

6% less repeat investments, than reductions

Existing positions increased: 1,059 | Existing positions reduced: 1,123

Holders
3,025
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
107
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.22B
Puts
$3.22B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CRIG
2701
Charter Research & Investment Group
Connecticut
$215K
PA
2702
Probity Advisors
Texas
$215K
DCM
2703
DGS Capital Management
New Jersey
$214K
FC
2704
FCA Corp
Texas
$213K
HP
2705
Holistic Planning
Texas
$213K
ES
2706
Eagle Strategies
New York
$213K
MA
2707
Mezzasalma Advisors
New Jersey
$213K
CAS
2708
Coppell Advisory Solutions
Texas
$213K
TCA
2709
Trifecta Capital Advisors
Illinois
$213K
PWM
2710
Paulson Wealth Management
Illinois
$213K
SIP
2711
Snowwater Investment Partners
Connecticut
$213K
TP
2712
Tranquility Partners
Tennessee
$213K
HCM
2713
Hutchinson Capital Management
California
$212K
AGC
2714
Aspen Grove Capital
Colorado
$212K
LRIC
2715
Long Road Investment Counsel
Michigan
$212K
BWM
2716
BlackDiamond Wealth Management
New York
$212K
TA
2717
TrueWealth Advisors
Alabama
$211K
SGWP
2718
Sun Group Wealth Partners
California
$211K
LGG
2719
Luts & Greenleigh Group
Maryland
$211K
AC
2720
AWM Capital
Arizona
$211K
OAM
2721
Occidental Asset Management
California
$211K
MSRI
2722
Michael S. Ryan Inc
New York
$211K
RFG
2723
REAP Financial Group
Texas
$211K
SWTS
2724
Stonehaven Wealth & Tax Solutions
Wisconsin
$210K
WW
2725
Wright Wealth
Georgia
$210K